华西证券：持续看好锂电多环节涨价

Core Insights - The rapid development of energy storage both domestically and internationally is driving demand for dynamic storage, which is expected to lead to an expansion in the lithium battery supply chain [1] - Certain segments are experiencing supply tightness, resulting in significant price increases for products such as lithium hexafluorophosphate and VC, confirming the industry's high prosperity [1] - It is anticipated that the price increase trend will spread to other segments, with suppliers previously facing low profitability or losses expected to see a recovery as prices rise, leading to a phase of simultaneous volume and profit growth [1] Industry Outlook - The outlook remains positive for energy storage cells, lithium hexafluorophosphate, VC & electrolytes, copper foil, anode and cathode materials, and separators [1]